Admin Action

Manage employees

Use the Employees area to review roster details and onboard new team members.

Steps

  1. 1.Open Employees from the admin navigation.
  2. 2.Review class, remaining, and annual limit details for each employee.
  3. 3.Click Add employee to open the invitation modal.
  4. 4.Complete invite details, class selection, and confirmation checkbox.

Supporting screenshots

Employee roster with class and allowance visibility.

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Employee roster with class and allowance visibility.

Add employee modal used for onboarding invitations.

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Add employee modal used for onboarding invitations.

Update personal details and payout infoSet benefit classes and limits